Contract Manager Training & Certification

Requirements for Contract Managers

Pursuant to Government Code §2262.053, the Statewide Procurement Division (SPD) administers a system of training, continuing education and certification for state agency contract management personnel. Each state agency shall ensure that the agency's contract managers complete the training and certification developed under this section.

In addition to state agencies, political subdivisions and/or CO-OP's are also welcome to participate in the training and certification program. Examples of CO-OP entities include school districts, police, fire departments, community colleges and some city and county governments.

Visit our website for a complete list of CO-OP entities.

Training and Certification Requirements

The program contains three levels of training and one level of formal certification.

Individuals who have earned a nationally recognized professional certification in a specific subject matter may be exempted from taking some of SPD's Contract Manager Training (CMT) courses.

Contract Manager Functional Responsibilities

The following list provides the Contract Manager functional responsibilities. Set aside the title of contract manager, and look at the functional responsibilities inherent in each role the contract manager oversees. From this, anyone who oversees the contract management functional responsibilities should take the contract manager training. Visit website for SAO classifications as a reference to help identify individuals who are required to receive the SPD contract management training. Use “Contract Manager” in the “Filter Descriptions” box then click the “Filter” button.

In addition, the following tasks may help identify individuals who are required to take SPD's contract management training.

This list is not all inclusive and is only provided as an example for agencies to use as a guide to determine who is required to attend the contract manager training required by Government Code §2262.053.

The primary responsibilities of the contract manager are:

  • Participating in developing the solicitation and writing the draft documents. Contract administration must be considered during this process.
  • Consulting with legal counsel to address any legal concerns and/or issues.
  • During solicitation development determine if the contractor’s compensation structure is appropriate for the work.
  • Serving as the point of contact for disseminating the instructions regarding the work to the contractor/vendor.
  • Receiving and responding to communications between the agency and the contractor.
  • Managing, approving, and documenting any changes to the contract.
  • Managing any state property used in contract performance, e.g., computers, telephones, identification badges, etc.
  • Identify and resolve disputes with contractor in a timely manner.
  • Implementing a quality control/assurance process.
  • Maintaining appropriate records.
  • Documenting significant events.
  • Monitoring the contractor’s progress and performance to ensure goods and services conform to the contract requirements.
  • Exercising state remedies, as appropriate, when a contractor’s performance is deficient.
  • Inspecting and approving the final product/services by submitting a written document accepting the deliverables.
  • Monitoring the budgeting/accounting process to ensure sufficient funds are available
  • Verify accuracy of invoices and authorize payments consistent with the contract terms.
  • Performing contract closeout process ensuring the contract file contains all necessary contract documentation, formal acceptance documented, and document lessons learned.